HubSpot CRM

Automatically create or update HubSpot CRM records from Cognito Forms submissions.

HubSpot CRM is a cloud-based customer relationship management platform designed to help businesses manage sales, marketing, and customer service activities. Integrating Cognito Forms allows for automated transfer of form submissions into HubSpot, enhancing lead management and customer engagement.

Automate the flow of information from Cognito Forms to HubSpot CRM, reducing manual data entry and improving efficiency in managing customer relationships.

  • Create or update HubSpot contacts
  • Enhance lead tracking and follow-up processes
  • Improve data accuracy

Use this integration to:

  • Create or update CRM contacts
  • Sync form data into HubSpot
  • Align marketing and sales with real-time submissions

Use this integration when you

Use HubSpot CRM to manage leads and contacts across sales, marketing, or customer service workflows triggered by form submissions.

Commonly used on:

How It Works

  1. Log in to Zapier
    1. Access your Zapier dashboard
  2. Create a new Zap
    1. Click “Make a Zap” to start a new workflow
  3. Set Cognito Forms as the trigger
    1. Choose “Cognito Forms” and select “New Entry” as the trigger event
    2. Connect your Cognito Forms account and select the form to monitor
  4. Add HubSpot as the action
    1. Choose “HubSpot” and select the desired action (e.g., “Create or Update Contact”)
    2. Connect your HubSpot account
  5. Map form fields to HubSpot fields
    1. Align Cognito Forms fields with corresponding HubSpot fields
  6. Test the Zap
    1. Submit a test entry in Cognito Forms and verify the data appears correctly in HubSpot
  7. Activate the Zap
    1. Turn on the Zap to enable automation

Still need help? Check out our Zapier support article.
Sales & CRM
Marketing Automation